Perch Wealth is an investment firm specializing in real estate and alternative investments, offering an unparalleled opportunity for select investors to build diversification into their portfolios.
Our solutions are intended to help clients potentially defer taxes, preserve their wealth, and feel secure throughout retirement.
Much of what sets Perch Wealth apart from our contemporaries is our approach to both our clients as well as their portfolios. We prefer an integrated view to the investment and wealth-building process, which often means we organize our efforts looking for long-term viability and a legacy portfolio that can be transferred from one generation to the next.About Perch Wealth
There are dozens of active sponsors in the market today, all of which are distinctly different in terms of size, shape, organizational structure, experience, personality, and investment strategy. Some sponsors focus on one core investment strategy or asset type, whereas other sponsors offer a diversified platform of strategies that may include medical office, student housing, single-tenant NNN, self-storage, industrial, Class A multifamily, or manufactured housing. There are numerous offerings available for investment at any given time. While most of the offerings look similar to an untrained eye, there are considerable differences among sponsors, investment strategies, and product structures that should be carefully evaluated and assessed before making investment decisions.
Risk is unavoidable, but it may be able to be mitigated through experience, extensive due diligence, strategic analysis, and diversification.
Perch carefully evaluates sponsors and investment programs along with underlying real estate market fundamentals to attempt to mitigate risk and help clients build strong, diversified investment portfolios to work toward their income and growth objectives.
We don’t sell. We educate.
Providing the quality of service and informed guidance that investors deserve.
“In serving as your financial professional, we’re committed to identifying elite real estate opportunities that best fit your unique circumstances. Our role is to guide you through the entire process. We will walk you through your options, implement your strategy, and oversee your trajectory through our ongoing partnership. Our commitment to you is to provide solutions that help you meet your short- and long-term financial goals.”
With more than two hundred years of combined experience, the Perch Wealth team offers investors a unique opportunity, both domestically and internationally. Our services include:
We offer access to leading interval and alternative funds for both accredited and non-accredited investors worldwide.Learn About Private Real Estate Funds
We connect accredited investors with Delaware Statutory Trust (DST) investments nationwide, delivering a management-free approach to real estate investing.Learn About DSTs
We provide guidance on and manage 1031 exchanges and processing, offering discounted exchange fees to those we work with.Learn About 1031 Exchange
We educate and assist clients on how and why to invest in opportunity zones, providing access to numerous potential tax benefits.Learn About Opportunity Zones
Perch is dedicated to helping investors strive to accomplish their financial goals while refreshing their lifestyles. Through unique real estate investment opportunities, the solutions we offer are focused on targeting stable cash flow, favorable tax treatment and steady appreciation.
Perch Wealth offers private, U.S. based investment strategies for international investors focused on the potential for preservation of capital, income, and long-term growth.
Our first step is getting to know you, your goals and objectives. We then determine if Perch Wealth is a good fit for you.
Once we understand your needs, we search the market for real estate opportunities and share our optimal solutions.
Armed with appropriate strategies and solutions, we deliver a custom portfolio that targets your needs.
We remain by your side, monitoring and tracking the progress of your portfolio, striving to help you achieve your goals.
The Perch Wealth team has successfully assisted hundreds of clients in their investment strategies.
"A few months ago, I was a complete novice to the world of accredited investing. While searching the internet and getting bombarded with marketing materials from pushy advising firms, I thankfully came across Perch Wealth and met Doug Zator. As easy-going as he is knowledgeable of the industry, Doug taught me all about Delaware Statutory Trusts and the 1031 exchange, the different sponsors and their defining characteristics, the various asset classes and which make the most sense for the current economy and my circumstances, and even how to navigate a Private Placement Memorandum. He was happy to meet as many times as I needed to learn the process and make decisions I was comfortable with, and he and the Perch Wealth team made the actual exchange incredibly simple for me. I am now a confident investor in multiple DSTs that are generating trouble-free income. The road getting here was enriching, easy and fun - thanks to Doug and the Perch Wealth team. I look forward to working with them again!"
"A+ excellent service! Ben Carmona and his team are professional, personable, a pleasure to do business with. Ben's particular strength is in analyzing, evaluating, making recommendations for or against the investment opportunities. His explanations are clear, well researched and thought out, well communicated. The process is collaborative. You can't go wrong with Ben and his team at Perch."
"My Wife and I Recently made two investments with Perch Wealth. We were very impressed with Ian McElreath; he was able to find what we were looking for and facilitate the transactions. Ian was very prompt in responding to emails and returning phone calls. I would highly recommend the Perch Wealth team for your investments."
"Every person I spoke to was knowledgeable, a good communicator, not pushy, and had a can do attitude in dealing with issues that came up."
"Unbelievable service from start to finish. Knowledgeable, organized and efficient. Will definitely use them again for our next investment product!"
"Perch has been excellent in making proposals for DST investments and in listening and adjusting to my feedback on them. Their patience has been great as I have modified my own criteria as I have read their documents and proposals. The Perch team has been superb in making the paperwork easy."
"Both Adam Shipley and Benjamin Carmona provided a great service to me. They were extremely responsive and knowledgeable. In addition, they were able to get me a position in a highly sought after DST that quickly became fully subscribed."
"Whether you are a seasoned investor or just starting out investing in DSTs, you will find the team at Perch Wealth the most professional, knowledge-based group out there. We are at the point in our lives where we are transitioning out of multi-family properties so that we can enjoy our retirement years and the Perch Wealth team has guided us every step of the way in making certain our investments into DSTs will provide the security and income desired for the future."